Associate Director - Retirement Investment Consulting (DCIO)
The Associate Director - Retirement Investment Consulting (DCIO) is responsible for supporting and executing the distribution of Manulife John Hancock Investments (MJHI) investment strategies on an Investment Only (IO) basis to retirement plans through intermediaries. This role partners closely with Managing Directors and senior sales leadership to drive DCIO sales initiatives, deepen intermediary relationships, and enhance overall coverage effectiveness.
The Associate Director contributes meaningfully to territory strategy, pipeline development, and client engagement while developing the judgment, consultative skills, and investment expertise required for future senior leadership roles within the DCIO organization.
Position Responsibilities:
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Support distribution of Manulife John Hancock Investments (IO) strategies to defined contribution retirement plans through intermediaries, consultants and recordkeepers.
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Partner with Managing Directors to execute territory and intermediary coverage strategies, including pipeline development and opportunity tracking.
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Participate in intermediary and client meetings, delivering investment support, product positioning, and follow up execution.
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Assist in identifying new DCIO business opportunities, platform initiatives, and investment searches.
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Remain abreast of investment portfolio performance and competitive positioning points, with expectations to present opportunistically.
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Develop and maintain strong working knowledge of investment strategies, portfolio positioning, and competitive landscape.
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Coordinate cross functionally with Product, Portfolio Management, Marketing, Compliance, and Operations to support sales execution and client outcomes.
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Maintain CRM activity, pipeline reporting, and sales analytics to support management oversight and territory planning.
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Travel as needed to support client engagements, conferences, and team initiatives.
Required Qualifications:
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Relevant industry experience in the asset management industry, 3+ years minimum preferred
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FINRA Licenses: Securities Industry Essentials, Series 7, Series 63/65/66
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Progress towards professional designations or continuing education a plus (CFA, CIMA, MBA, MSF)
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Relevant experience in a client relations or sales environment
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Understanding of sales and marketing process
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Functional knowledge of capital markets
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Strong interpersonal and presentation skills
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Ability to package and deliver information in a client-friendly manner
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Ability to work independently
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Curiosity and problem-solving ability
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Team demeanor
When you join our team:
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We'll empower you to learn and grow the career you want.
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We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
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As part of our global team, we'll support you in shaping the future you want to see.
#LI-WAM
The role being advertised is an existing vacancy.
Acerca de Manulife y John Hancock
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
Manulife es un empleador que ofrece igualdad de oportunidades
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .
Ubicación principal
Boston, Massachusetts
Modalidades de Trabajo
Híbrido
Se prevé que el rango salarial esté entre
$45,000.00 USD - $75,000.00 USD
Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación.
Manulife/John Hancock ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de ahorro 401(k) o de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de días libres pagos en EE. UU. contempla hasta 11 días festivos, 3 días personales, 150 horas de vacaciones y 40 horas de licencia por enfermedad (o más cuando lo exija la ley) por año, y ofrecemos todos los tipos de licencias contempladas por la ley.
We use data and analytics technologies, such as artificial intelligence (AI), and automated processing tools, to analyze and process the information you provide to us or third parties in the application process. For more information, please refer to our personal information collection statement ( .
Conozca sus derechos (
Permiso Familiar y Médico
Ley de Protección del Empleado contra el Examen Poligráfico (
Derecho al Trabajo
Verificación Electrónica (E- Verify **)
Transparencia Salarial (%20English\ formattedESQA508c.pdf)**
Company: John Hancock Life Insurance Company (U.S.A.)
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